Remember that as you get closer to retiring, your retirement portfolio should be less risky. Consider safer investment ...

Currently, those over the age of 55 can take 25 per cent of their pension pot tax-free up to a £268,275 cap. There are ...

For some, those extra years open space for travel, learning, and purpose. For others, they bring tighter budgets and ...

A quiet shift is coming for mid‑lifers, with dates, rules and money choices that could unsettle retirement timelines. The timetable for the next State ...

You may be saving more in an easy-to-contribute retirement savings vehicle, but you're giving up a great deal of flexibility.

One of the most popular withdrawal strategies involves drawing from taxed accounts first, then tax-deferred accounts, and ...

There is speculation that the government will reduce the size of the tax-free lump sum that retirees can withdraw from their ...

More than one in three U.S. workers have taken loans, early withdrawals, or hardship withdrawals from their retirement savings, according to new data from the Transamerica Institute. Personal finance ...

A 401(k) loan could help you avoid the taxes and penalties that come with early 401(k) withdrawals. Employers have discretion about whether to allow 401(k) loans. A 401(k) loan may set your retirement ...